Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,571 | $124,980-79.5% | $108,359-76.4% | $154,746-83.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.29% | 45.00%-28.7pp | 36.89%-20.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,432 | $2,851-49.8% | $2,399-40.3% | $4,379-67.3% |
| Participant deferral / active EE | $3,639 | $4,743-23.3% | $4,137-12.0% | $6,730-45.9% |
| Admin fee / account holder | $2,762 | $11,502-76.0% | $9,741-71.6% | $14,365-80.8% |